Professional
Added to YB: 2024-08-05
Pitch date: 2024-08-02
AMZN [bullish]
Amazon.com, Inc.
+46.68%
current return
Author Info
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Company Info
Amazon.com, Inc. engages in the retail sale of consumer products, advertising, and subscriptions service through online and physical stores in North America and internationally.
Market Cap
$2.4T
Pitch Price
$154.21
Price Target
224.00 (-1%)
Dividend
N/A
EV/EBITDA
15.96
P/E
31.96
EV/Sales
3.59
Sector
Broadline Retail
Category
growth
Amazon: Balancing AWS Growth with Margins and Consumer Trends
AMZN: Mixed Q2, AWS +19% y/y. 3Q guide below Street. AWS demand improving, consumer trends price-conscious. Margins to compress in Q3 due to Prime Day, fulfillment costs, NFL content. TP $224. Positives: AWS growth, ad potential, int'l profit. Risks: higher capex, FX headwinds, cautious consumers. Valuation: 17x NTM EBITDA $143.6bn.
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